ACM
Avalon Capital Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,245
| Closed | -$272K | – | 100 |
|
|
2023
Q3 | $272K | Buy |
+5,245
| New | +$272K | 0.14% | 53 |
|
|
2017
Q1 | – | Sell |
-45,414
| Closed | -$2.01M | – | 107 |
|
|
2016
Q4 | $2.01M | Buy |
45,414
+28,323
| +166% | +$1.25M | 1.53% | 23 |
|
|
2016
Q3 | $776K | Buy |
+17,091
| New | +$776K | 0.6% | 46 |
|
|
2013
Q3 | – | Sell |
-26,400
| Closed | -$1.17M | – | 96 |
|
|
2013
Q2 | $1.17M | Buy |
+26,400
| New | +$1.17M | 1.15% | 26 |
|